Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $977 Million
- Q3 2025
Mayflower Financial Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $977 Million distributed in 407 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Houlihan Lokey, Inc. with a value of $230M, Ishares Core S&P 500 ETF with a value of $38M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.1M, Microsoft Corp with a value of $23.1M, and Apple Inc. with a value of $22.3M.
Examining the 13F form we can see an increase of $297M in the current position value, from $680M to 977M.
Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$977 Million
ETFs: $428 Million
Financial Services: $281 Million
Technology: $98.1 Million
Consumer Cyclical: $38 Million
Healthcare: $28.8 Million
Communication Services: $28.1 Million
Industrials: $27.2 Million
Consumer Defensive: $19.5 Million
Other: $26.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 407
- Current Value $977 Million
- Prior Value $680 Million
- Filing
- Period Q3 2025
- Filing Date October 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 26 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks